Consolidated Returns as of 31 March 2024
Holding the Aberdeen Standard Platinum Shares ETF (PPLT) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~56 years), the longest period with a negative return lasted 529 months (from February 1980 to February 2024).
This means that every rolling period of 530 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Aberdeen Standard Platinum Shares ETF (PPLT) ETF: Historical Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
The annualized return of the last 10 years has been -4.90% (updated at Mar 31, 2024).
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.74% |
+121.92%
Mar 1979 - Feb 1980 |
-50.62%
Mar 2008 - Feb 2009 |
48.11%
318 out of 661 |
US Inflation Adjusted | -1.96% |
+103.61%
Nov 1977 - Oct 1978 |
-54.95%
Mar 1980 - Feb 1981 |
54.01%
357 out of 661 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.10% |
+99.88%
Mar 1978 - Feb 1980 |
-38.83%
Mar 1980 - Feb 1982 |
50.39%
327 out of 649 |
US Inflation Adjusted | -3.08% |
+78.50%
Mar 1978 - Feb 1980 |
-44.13%
Mar 1980 - Feb 1982 |
60.09%
390 out of 649 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.36% |
+76.09%
Mar 1977 - Feb 1980 |
-26.28%
Feb 1969 - Jan 1972 |
45.84%
292 out of 637 |
US Inflation Adjusted | -2.42% |
+60.04%
Mar 1977 - Feb 1980 |
-29.71%
Mar 1980 - Feb 1983 |
55.73%
355 out of 637 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.00% |
+60.57%
Mar 1976 - Feb 1980 |
-19.21%
May 1968 - Apr 1972 |
36.32%
227 out of 625 |
US Inflation Adjusted | -0.66% |
+47.27%
Mar 1976 - Feb 1980 |
-23.76%
Mar 1980 - Feb 1984 |
53.28%
333 out of 625 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.38% |
+42.88%
Mar 1975 - Feb 1980 |
-22.88%
Mar 1980 - Feb 1985 |
35.89%
220 out of 613 |
US Inflation Adjusted | -0.23% |
+31.72%
Mar 1975 - Feb 1980 |
-27.32%
Mar 1980 - Feb 1985 |
51.88%
318 out of 613 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.80% |
+28.30%
Mar 2002 - Feb 2008 |
-13.05%
Mar 1980 - Feb 1986 |
38.44%
231 out of 601 |
US Inflation Adjusted | -0.60% |
+24.55%
Mar 2002 - Feb 2008 |
-17.68%
Mar 1980 - Feb 1986 |
52.58%
316 out of 601 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.93% |
+28.99%
Feb 1973 - Jan 1980 |
-12.00%
Sep 2011 - Aug 2018 |
39.05%
230 out of 589 |
US Inflation Adjusted | -1.32% |
+18.36%
Feb 1973 - Jan 1980 |
-13.68%
Feb 1969 - Jan 1976 |
56.03%
330 out of 589 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.20% |
+32.22%
Mar 1972 - Feb 1980 |
-10.47%
Jun 2011 - May 2019 |
38.47%
222 out of 577 |
US Inflation Adjusted | -0.73% |
+21.96%
Mar 1972 - Feb 1980 |
-12.76%
Mar 1980 - Feb 1988 |
54.25%
313 out of 577 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.72% |
+26.85%
Mar 1971 - Feb 1980 |
-10.03%
Apr 2011 - Mar 2020 |
36.46%
206 out of 565 |
US Inflation Adjusted | -0.53% |
+18.16%
Jul 1999 - Jun 2008 |
-11.48%
Apr 2011 - Mar 2020 |
52.57%
297 out of 565 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.98% |
+19.06%
Jul 1998 - Jun 2008 |
-8.86%
Jul 2008 - Jun 2018 |
35.62%
197 out of 553 |
US Inflation Adjusted | -0.44% |
+15.69%
Mar 1998 - Feb 2008 |
-10.19%
Mar 1980 - Feb 1990 |
51.18%
283 out of 553 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.83% |
+16.80%
Mar 1997 - Feb 2008 |
-8.50%
Jun 2008 - May 2019 |
31.79%
172 out of 541 |
US Inflation Adjusted | -0.29% |
+13.79%
Mar 1997 - Feb 2008 |
-11.63%
Mar 1980 - Feb 1991 |
51.39%
278 out of 541 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.51% |
+14.91%
Jul 1996 - Jun 2008 |
-8.60%
Apr 2008 - Mar 2020 |
27.03%
143 out of 529 |
US Inflation Adjusted | -0.80% |
+12.04%
May 1999 - Apr 2011 |
-11.77%
Mar 1980 - Feb 1992 |
54.25%
287 out of 529 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.91% |
+13.64%
Mar 1995 - Feb 2008 |
-7.24%
Mar 1980 - Feb 1993 |
27.85%
144 out of 517 |
US Inflation Adjusted | -0.60% |
+10.68%
Mar 1995 - Feb 2008 |
-11.38%
Mar 1980 - Feb 1993 |
53.38%
276 out of 517 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.03% |
+12.92%
Mar 1994 - Feb 2008 |
-6.25%
Jul 2008 - Jun 2022 |
25.35%
128 out of 505 |
US Inflation Adjusted | -0.39% |
+9.97%
Mar 1994 - Feb 2008 |
-9.94%
Mar 1980 - Feb 1994 |
51.88%
262 out of 505 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.84% |
+12.99%
Mar 1993 - Feb 2008 |
-5.81%
Jul 2008 - Jun 2023 |
24.54%
121 out of 493 |
US Inflation Adjusted | +0.03% |
+10.04%
Mar 1993 - Feb 2008 |
-9.24%
Mar 1980 - Feb 1995 |
49.70%
245 out of 493 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.05% |
+11.88%
Mar 1992 - Feb 2008 |
-5.94%
Mar 2008 - Feb 2024 |
16.01%
77 out of 481 |
US Inflation Adjusted | -0.04% |
+8.92%
Mar 1992 - Feb 2008 |
-8.83%
Mar 1980 - Feb 1996 |
50.73%
244 out of 481 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.93% |
+10.60%
Dec 1971 - Nov 1988 |
-4.99%
Feb 1980 - Jan 1997 |
11.94%
56 out of 469 |
US Inflation Adjusted | +0.11% |
+7.49%
Jul 1991 - Jun 2008 |
-8.90%
Feb 1980 - Jan 1997 |
47.12%
221 out of 469 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.53% |
+9.66%
Feb 1971 - Jan 1989 |
-4.75%
Mar 1980 - Feb 1998 |
9.41%
43 out of 457 |
US Inflation Adjusted | +0.34% |
+6.95%
Mar 1993 - Feb 2011 |
-8.47%
Mar 1980 - Feb 1998 |
44.42%
203 out of 457 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.54% |
+9.29%
May 1992 - Apr 2011 |
-4.53%
Mar 1980 - Feb 1999 |
6.52%
29 out of 445 |
US Inflation Adjusted | +0.38% |
+6.59%
May 1992 - Apr 2011 |
-8.21%
Feb 1980 - Jan 1999 |
43.82%
195 out of 445 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.37% |
+8.86%
Sep 1991 - Aug 2011 |
-3.24%
Mar 1980 - Feb 2000 |
6.24%
27 out of 433 |
US Inflation Adjusted | +0.32% |
+6.15%
Sep 1991 - Aug 2011 |
-6.87%
Mar 1980 - Feb 2000 |
44.57%
193 out of 433 |
To obtain comprehensive information, please consult the Aberdeen Standard Platinum Shares ETF (PPLT) ETF: Historical Returns page.